Destination Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Destination Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,666	Closed	-$376K	–	215
2021 Q4	$376K	Buy	+2,666	New	+$354K	0.01%	157
2020 Q2	–	Sell	-3,344	Closed	-$296K	–	167
2020 Q1	$296K	Buy	+3,344	New	+$325K	0.02%	139
2019 Q3	–	Sell	-692	Closed	-$64K	–	517
2019 Q2	$64K	Sell	692 -270	-28%	-$24.3K	﹤0.01%	243
2019 Q1	$88K	Sell	962 -208	-18%	-$18.8K	0.01%	196
2018 Q4	$101K	Sell	1,170 -115	-9%	-$10.4K	0.01%	183
2018 Q3	$122K	Buy	1,285 +322	+33%	+$29.1K	0.01%	190
2018 Q2	$80K	Sell	963 -10,610	-92%	-$879K	﹤0.01%	212
2018 Q1	$512K	Buy	+11,573	New	+$986K	0.03%	113

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Destination Wealth Management's XLV Position: Q1 2022 in Review

Destination Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 2,666 shares — an estimated $376K sold.

Destination Wealth Management first reported a position in XLV in Q1 2018 and held it in 8 quarters. The position peaked at $512K in Q1 2018. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

Destination Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Destination Wealth Management sold 2,666 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $376K.
Destination Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and held it in 8 quarters.
Destination Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $512K in Q1 2018.
1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on Destination Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.